Looking to diversify beyond VINEX? The mutual funds below have historically moved differently from VINEX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for VINEX
0 mutual funds have low correlation with VINEX (below 0.3), 0 of which are negatively correlated. The least correlated is Pear Tree Polaris International Opportunities Fund (QISIX) (Foreign Small & Mid Cap Equities) with a 1Y correlation of 0.50, down from 0.68 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Pear Tree Polaris International Opportunities Fund | 0.50 | 0.62 | 0.68 | 53 | Foreign Small & Mid Cap Equities | VINEX vs QISIX | |
| AMG Yacktman Special Opportunities Fund | 0.58 | 0.62 | 0.69 | 50 | Foreign Small & Mid Cap Equities | VINEX vs YASLX | |
| Vanguard Selected Value Fund | 0.63 | 0.66 | 0.71 | 64 | Mid-Cap Value | VINEX vs VASVX | |
| Kopernik Global All-Cap Fund | 0.65 | 0.57 | 0.63 | 61 | Foreign Small & Mid Cap Equities | VINEX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 0.66 | 0.57 | 0.63 | 60 | Foreign Small & Mid Cap Equities | VINEX vs KGGAX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VINEX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Taiwan Semiconductor Manufacturing Company Limited (TSM) (Technology) with a 1Y correlation of 0.56, roughly unchanged from 0.57 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Company Limited | 0.56 | 0.52 | 0.57 | 88 | Technology |
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